Old Bridge Focused Fund - Regular Growth
Category: Equity: Focused
Launch Date: 24-01-2024
AUM:
₹ 2,414.3 Cr
Expense Ratio
2.02%
Benchmark
BSE 500 TRI
ISIN
INF0S5R01034
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
2500
Fund Manager
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Old Bridge Focused Fund - Regular Growth | 9.65 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.93
Last change
-0.07 (-0.5868%)
Fund Size (AUM)
₹ 2,414.3 Cr
Performance
8.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
Fund Manager
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Shriram Finance Limited | 8.8 |
| Triparty Repo | 8.27 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 7.67 |
| REDINGTON LIMITED EQ NEW F.V. RS.2/- | 5.15 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 5.03 |
| HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- | 4.77 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.7 |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | 4.34 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.31 |
| UPL LIMITED EQ NEW FV RS.2/- | 4.31 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 16.85 |
| Metals & Mining | 13.05 |
| Healthcare | 12.48 |
| Services | 11.9 |
| Information Technology | 7.67 |
| Automobile and Auto Components | 7.38 |
| Fast Moving Consumer Goods | 5.61 |
| Telecommunication | 4.31 |
| Chemicals | 4.31 |
| Realty | 3.65 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Old Bridge Focused Fund Reg Gr | 0.0 |
| SBI FOCUSED FUND Reg PLAN Gr | 14.0 |
| Kotak Focused Fund Reg Gr | 13.65 |
| ITI Focused Fund Reg Gr | 0.0 |
| Motilal Oswal Focused Fund Reg Plan Gr | 6.87 |
| ICICI Pru Focused Equity Gr | 17.72 |
| HSBC Focused Fund Reg Gr | 13.08 |
| Union Focused Reg Gr | 11.08 |
| ABSL Focused Gr | 13.01 |
| HDFC Focused Fund GR | 20.29 |